AWA
IT icon

Amplius Wealth Advisors’s Gartner IT Stock Holding History

Amplius Wealth Advisors’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-111
Closed -$37K – 530
2021
Q4 		$37K Buy
+111
New +$37K 0.01% 380